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Portfolio (Quarterly) Guide ↗

Collier Financial

· CIK 0001902901
13F Portfolio $146M AUM 141 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 32 Added 38 Reduced 3 Exited
Page 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RSPD INVESCO S&P 804.0 $45K 0.03% $56.03 +1.4%
82 PG PROCTER & GAMBLE Consumer Defensive 306.0 $45K 0.03% $146.86 -2.1%
83 EFG ISHARES MSCI 353.0 $44K 0.03% +3.0 +0.9% $124.43 +0.5%
84 AVEM AVANTIS EMERGING 447.0 $43K 0.03% NEW $96.41 -1.8%
85 IYW ISHARES TECHNOLOGY 163.0 $41K 0.03% -12.0 -6.9% $251.87 -0.3%
86 EMTL STATE STREET 910.0 $39K 0.03% $42.70 -0.3%
87 COST COSTCO WHOLESALE Consumer Defensive 38.0 $36K 0.02% $935.47 +1.1%
88 BAC BANK AMERICA Financial Services 585.0 $33K 0.02% $56.94 +9.5%
89 SPAB STATE STREET 1,286.0 $33K 0.02% +13.0 +1.0% $25.52 -1.6%
90 IUSB ISHARES CORE 704.0 $32K 0.02% +7.0 +1.0% $46.15 -1.4%
91 CI CIGNA GROUP Healthcare 117.0 $32K 0.02% $275.15 +1.4%
92 BLK BLACKROCK FDG Financial Services 31.0 $30K 0.02% $971.00 +19.9%
93 SBUX STARBUCKS CORP Consumer Cyclical 293.0 $30K 0.02% $102.06 +5.7%
94 WMT WALMART INC Consumer Defensive 246.0 $28K 0.02% $113.15 -8.9%
95 JHMM JOHN HANCOCK 343.0 $26K 0.02% NEW $75.01 +0.2%
96 GSY INVESCO ULTRA 512.0 $26K 0.02% -25.0 -4.7% $50.11 +0.0%
97 AMZN AMAZON COM Consumer Cyclical 98.0 $23K 0.02% $238.34 +11.8%
98 GII STATES STREET 300.0 $23K 0.02% $75.71 -2.3%
99 TGT TARGET CORP Consumer Defensive 166.0 $22K 0.01% $130.61 +24.9%
100 VWO VANGUARD FSTE 360.0 $21K 0.01% $59.67 +1.9%
Page 5 of 8  ·  141 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 68.8%
Technology 13.0%
Industrials 5.9%
Consumer Cyclical 5.6%
Consumer Defensive 3.6%
Healthcare 1.5%
Utilities 0.7%
Real Estate 0.6%
Communication Services 0.5%
Basic Materials 0.0%